video1.0<iframe src="https://www.loom.com/embed/d630016d17a147e68e0730472ed569b6" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d630016d17a147e68e0730472ed569b6-737640cc2ef17302.gif104.6852In this video, I walk you through the process of adding an email template within our system. You'll see how to access the template feature by clicking on the envelope icon and selecting "Send Email." I demonstrate creating a new email template, including setting a template name, subject line, and adding tags for record association. Additionally, I show you how to upload attachments if needed. Please make sure to follow these steps to streamline your email communications!